The Role
The Senior Wealth Advisor will manage high-net-worth client relationships, providing integrated financial planning and investment management services, and ensuring client satisfaction.
Summary Generated by Built In
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Wealth Advisor to join their dynamic team.
About Aprio Wealth Management
We are a dynamic fee-only Registered Investment Advisor. Together, with our affiliate Aprio, LLP, a top 25 CPA-led business advisory firm, we provide our clients contextual advice related to tax , financial planning and investments.
With decades of experience serving wealthy families, the Aprio Wealth Management team is uniquely positioned to serve our clients. You will be part of the Aprio Team in providing clients contextual advice in areas of tax planning, financial planning and investment management to help build, preserve and manage their wealth over time.
We are seeking an exceptional candidate to join our Wealth Management as a Senior Wealth Advisor. Wealth Advisors provide comprehensive support to our high-net-worth client relationships by working closely with Regional Lead Wealth Advisors (RLWA) so that we can be a client’s ‘First Call’ whenever that client contemplates anything that may impact his or her financial life now or in the future. The Wealth Advisor will serve as the lead advisor for some relationships. A successful candidate will be entrepreneurial, able to operate independently and collaboratively, and must be comfortable driving relationships and projects with little initial direction. Year 1 approximate breakdown 60% fully own relationships, 40% support Regional Lead Wealth Advisor.
Responsibilities:
- Proactive management of the client relationship.
- Remain accountable for providing excellent service to the client and maintaining a high level of client satisfaction
- Help clients leverage eMoney including organization of balance sheet, cash flow, estate plans and various planning scenarios, as necessary
- Coordinate with the client steward and tax preparation team to deliver a One Aprio Client experience
- Generate direct introductions to firm clients
- Drive business results by acquiring new assets from existing and new clients
- Build and maintain long term relationships with clients, prospects, and COIs
- Have a proficient understanding of Aprio’s investment program and market outlook
- Stay up to date on markets and planning related rules and regulations that may impact our client base
- Lead preparation for and attend client meetings. Take notes and ensure follow up is completed
- Review quarterly performance reports for clients before posted to client portal. Identify and resolve issues
- Coordinate with the Client Service Associate to ensure tasks are requests are handled, including new investments, redemptions and cash flows
- Review client portfolios and assist in the development and presentation of investment recommendations to clients. Document in Salesforce and verify changes are implemented
- Document client notes and activities in Salesforce
- Support RWLA delivering above tasks on shared clients
Qualifications:
- Bachelor’s Degree Required
- 5+ years of experience in financial services; 3+ in wealth management directly serving clients
- 5+ years sales experience
- CFP/CFA and/or advanced degree a plus
- Series 65 license required; unlicensed candidates required to obtain the license within 90 days of employment
- Coachable with the ability to work in a team environment or independently when necessary
- Trained on industry basics of financial planning, asset allocation and investments; continues to expand their industry knowledge base
- Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Aprio’s values and culture as represented by the Aprio Fundamentals
- Ability to grow with the company and possesses the mindset to adapt with change
- Strong communication skills, both written and verbal, and engaged listening
- Excellent time management skills including multi-tasking and prioritizing responsibilities
- Exceptional problem-solving capabilities in an entrepreneurial environment
- Demonstrates professional maturity and sound judgment
- Fits into high performance culture with accountability and high client centricity
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
- Develop skills using internal and external technology including Salesforce, HubSpot and Orion (portfolio management rebalancing system)
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
Hubspot
MS Office
Orion
Salesforce
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
